Smead Value Fund-InvSMVLX
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$81.71avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Smead Value Fund-Inv (SMVLX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holder was Garton & Associates Financial Advisors LLC ($88K).
- Company
- Smead Value Fund-Inv
- CUSIP
- 83178C881
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 1 holders
| Garton & Associates Financial Advisors LLC | 0.05% | — | 1,080 | $88K |
"% of holder's portfolio" is SMVLX's weight in each manager's 13F, not the share of Smead Value Fund-Inv the manager owns.